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Nicolas Cava

Nvidia just dropped $100B into OpenAI

Nvidia just dropped $100B into OpenAI. 10GW of compute by 2026. You don't care. You'll never own a $100B data center. This scale is a reminder for small...

· 1 min read

Nvidia just dropped $100B into OpenAI.

10GW of compute by 2026. You don't care. You'll never own a $100B data center.

This scale is a reminder for small founders to be surgical:

→ Build vertical products the giants ignore → Stop FOMO. Ship fast MVPs to prove demand → Build on top of their APIs for the sub-niche of the sub-niche → Turn trust + brand into differentiators when everyone has the same tech

Leave big players to focus on the rails. Be laser-focused and ride them.

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